The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYS INC | COM | 00724F101 | 28,376 | 218,056 | SH | SOLE | 218,056 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 251,430 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 123,580 | 1,376,173 | SH | SOLE | 1,376,173 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 387,323 | 1,183,317 | SH | SOLE | 1,183,317 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 134,797 | 2,264,741 | SH | SOLE | 2,264,741 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 64,192 | 1,707,684 | SH | SOLE | 1,707,684 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 72,194 | 1,483,647 | SH | SOLE | 1,483,647 | 0 | 0 | ||
| EHI CAR SVCS LTD | SPON ADS CL A | 26853A100 | 42,133 | 4,167,432 | SH | SOLE | 4,167,432 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 529,357 | 3,726,552 | SH | SOLE | 3,726,552 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 116,742 | 10,680,904 | SH | SOLE | 10,680,904 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 4,636 | 303,792 | SH | SOLE | 303,792 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,501,238 | 10,156,538 | SH | SOLE | 10,156,538 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 200,717 | 2,433,234 | SH | SOLE | 2,433,234 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 125,871 | 1,817,103 | SH | SOLE | 1,817,103 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 9,012 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 227,475 | 3,521,827 | SH | SOLE | 3,521,827 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 125,824 | 2,915,281 | SH | SOLE | 2,915,281 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 23,723 | 732,417 | SH | SOLE | 732,417 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 40,436 | 1,195,979 | SH | SOLE | 1,195,979 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 157,187 | 4,668,461 | SH | SOLE | 4,668,461 | 0 | 0 | ||